Tony Maddalena

Top Wealth + Best-in-State · rank 3 · Purchase, New York · listed firm: Morgan Stanley Wealth Management

Logo asset (hotlink-protected, view at source): https://advisor.morganstanley.com/the-maddalena-group/permanent-b0b701/assets/images/logo.85739d37.svg

Identity & firm

• Firm — Morgan Stanley Wealth Management (high)
  • “"currentEmployments": [{"firmId": 149777, "firmName": "MORGAN STANLEY", "iaOnly": "N", "registrationBeginDate": "6/1/2009"” — sec_finra_regulatory
• Parent company — Morgan Stanley (high)
  • “Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice.” — firm_official
• Firm type — wirehouse (high)
  • “As experienced advisors at Morgan Stanley -- one of the world’s largest financial firms -- we are positioned to take a holistic approach to wealth management.” — firm_official
  • “"firmName": "MORGAN STANLEY", "iaOnly": "N", "registrationBeginDate": "6/1/2009", "firmBCScope": "ACTIVE", "firmIAScope": "ACTIVE"” — sec_finra_regulatory
• Team name — The Maddalena Group (high)
  • “As Managing Director and founding partner of The Maddalena Group, Tony is proud to be a vital member of the firm’s history and its predecessor brands for over 30 years.” — firm_official
• Team size — 15 (medium)
  • “<img class="ProfilePhoto ProfilePhoto--bio js-lazy" data-src="//dynl.mktgcdn.com/p/fRDof9zFdSWbE0YhK-hynzEjltx-CqeoRExai4YSs08/450x450.jpg"” — firm_official
• CRD — 1833233 (high)
  • “"basicInformation": {"individualId": 1833233, "firstName": "ORAZIO", "middleName": "ANTHONY", "lastName": "MADDALENA", "otherNames": [], "bcScope": "Active", "iaScope": "Active", "daysInIndustryCalculatedDate": "5/24/198” — sec_finra_regulatory
• Years experience — 38 (high)
  • “"daysInIndustryCalculatedDate": "5/24/1988"” — sec_finra_regulatory
  • “As Managing Director and founding partner of The Maddalena Group, Tony is proud to be a vital member of the firm’s history and its predecessor brands for over 30 years.” — firm_official
• Designations — other:Global Sports and Entertainment Director (Morgan Stanley), other:International Client Advisor (Morgan Stanley), other:National Strategic Partner (Morgan Stanley) (high)
  • “Global Sports and Entertainment Directors are Financial Advisors who draw on specialized industry experience and the vast intellectual capital of our firm to deliver personalized guidance for your career and legacy. Tony” — firm_official
  • “Morgan Stanley International Client Advisor's harness the extensive capabilities of the firm to serve investors located outside the United States. Tony Maddalena, Seth Marcus, and Alexander Pugatch hold this designation” — firm_official

Book of business

• Team AUM ($M) — 3300 (high)
  • “Team Assets (Custodied): $3.3B” — forbes_shook
• Account minimum ($M) — 0.1 (high)
  • “Minimum Account Size for New Business: $100K” — forbes_shook
• Typical client net worth ($M) — 20 (high)
  • “Typical Net Worth of Relationships: $100K-20M” — forbes_shook
• Client niche — executives, business owners, and global sports and entertainment professionals (high)
  • “At the Maddalena Group, we are a team of seasoned professionals who has spent our entire careers working with executives, business owners, professionals in global sports and entertainment, and high net worth individuals,” — firm_official
• Custodians — gap: not_applicable
• Fee model — fee_plus_commission (medium)
  • “Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you.” — firm_official
  • “"firmBCScope": "ACTIVE", "firmIAScope": "ACTIVE"” — sec_finra_regulatory

Positioning & marketing

• Website url — https://advisor.morganstanley.com/the-maddalena-group (high)
  • “Title: The Maddalena Group | Purchase, NY | New York, NY | Morgan Stanley Wealth Management” — firm_official
• Value proposition (verbatim) — Money, in and of itself, does not always create the skills to manage it effectively. Our mission is to empower you to make informed and confident decisions on any financial challenge you face. We know how hard you are working to achieve your goals and will work even harder to ensure your wealth will lead to continued prosperity. (high)
  • “Money, in and of itself, does not always create the skills to manage it effectively. Our mission is to empower you to make informed and confident decisions on any financial challenge you face. We know how hard you are wo” — firm_official
• Differentiators — Integrated Strategies — retirement assets, equity comp and insurance managed as one picture, An Institutional Approach — institutional client exposure informs a sophisticated investment framework, A Focus on Education — complex strategies explained in easy-to-understand language, Service Excellence — investment-boutique service with global-firm resources, Proprietary in-house discretionary portfolio strategies led by a dedicated Director of Investments (high)
  • “• Integrated Strategies. We believe retirement assets, equity compensation and insurance policies should not be managed as separate entities, but as vital components of your overall financial picture.” — firm_official
  • “• An Institutional Approach. Our exposure to a diverse range of individual, corporate, and institutional clients informs our guidance and enables us to incorporate a sophisticated investment framework that offers fresh, ” — firm_official
• Content marketing — occasional (medium)
  • “Investors will have access to daily commentary and a quarterly conference call made available reviewing strategies managed in addition to an overview on outlook in economic and market conditions.” — firm_official
• Has podcast — no (medium)
  • “Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.” — firm_official
• Books published — 0 (medium)
  • “A lifetime resident of Westchester County, Tony is a graduate of Fordham University, with M.B.A. and B.A. degrees in International Political Economic Development. He has also successfully completed the Senior Account Exe” — firm_official
• Linkedin url — gap: not_found_after_search
• Social presence — none (medium)
  • “href="https://www.linkedin.com/company/morgan-stanley"” — firm_official
• Press awards — Barron's Top 1200 Financial Advisors, 2023-2026, Barron's Top 250 Private Wealth Management Teams, 2024-2026 (team), Financial Times Top 400 Financial Advisors (2014) (high)
  • “Tony Maddalena has been recognized on the 2023, 2024, 2025 & 2026 Barron's Top 1200 Financial Advisors ranking.” — firm_official
  • “2024 - 2026 Barron’s Top 250 Private Wealth Management Teams” — firm_official

Visual brand

• Has distinct logo — no (high)
  • “<img class="Header-logoImage Header-logoImage--wm" src="permanent-b0b701/assets/images/logo.85739d37.svg"” — firm_official
• Logo url — https://advisor.morganstanley.com/the-maddalena-group/permanent-b0b701/assets/images/logo.85739d37.svg (high)
  • “” — firm_official
• Visual brand notes — Standard Morgan Stanley corporate template: navy-and-white palette, blue accent rule, clean corporate sans typography, wide banner photography and circular headshot bio cards; no team-specific mark or custom palette. (high)
  • “<img class="Banner-image" src="//dynl.mktgcdn.com/p/tn7hOsh8JHvPZtcOJW-WdExDvmpyn0MblaLyRLAGX2k/1900x878.jpg"” — firm_official

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